Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.23B
AUM Growth
+$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,948
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12M
3
+$11.6M
4
CME icon
CME Group
CME
+$5.77M
5
XOM icon
Exxon Mobil
XOM
+$4.08M

Top Sells

1
+$13.1M
2
+$5.82M
3
+$5.09M
4
JCI icon
Johnson Controls International
JCI
+$4.5M
5
MDT icon
Medtronic
MDT
+$4.5M

Sector Composition

1 Financials 15.47%
2 Technology 14.07%
3 Healthcare 12.55%
4 Industrials 10.7%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4.3M 0.05%
191,598
-5,200
352
$4.28M 0.05%
40,576
+2,750
353
$4.24M 0.05%
223,000
+5,000
354
$4.23M 0.05%
56,670
+20,170
355
$4.22M 0.05%
75,480
-200
356
$4.21M 0.05%
57,953
+717
357
$4.19M 0.05%
66,525
+7,130
358
$4.16M 0.05%
84,256
-55,750
359
$4.16M 0.05%
85,580
360
$4.1M 0.05%
42,908
-4,560
361
$4.09M 0.05%
48,792
+4,788
362
$4.08M 0.05%
67,055
+28,795
363
$4.07M 0.05%
188,085
-10,550
364
$4.06M 0.05%
108,086
-650
365
$4.05M 0.05%
221,862
+33,350
366
$4.04M 0.05%
129,799
+13,095
367
$4.03M 0.05%
85,962
-275
368
$4M 0.05%
85,250
-3,050
369
$3.96M 0.05%
83,522
-9,930
370
$3.95M 0.05%
41,670
-5,960
371
$3.94M 0.05%
122,872
372
$3.94M 0.05%
568,752
-14,400
373
$3.93M 0.05%
44,179
-100
374
$3.93M 0.05%
175,650
375
$3.9M 0.05%
332,344
+16,000
13 14
15
16 17